Log In Page

Logging into Journease Go

• How to log into your Journease

• How to change your Log In Password

General Navigation

Navigating Journease Go

• Menu

• Page Tree

• Quick Links in Header

• Quick-Links in Footer

• Bug reporter

• Session Details

Home

Initial page

• Add / Remove Dashboard Items

• Moving Dashboard Items

• Bespoke Dashboard Items

Global Settings

Settings

• Company Defaults set-up

• Screen Defaults

• Third Party Vendor Set-up

Action Screens

Browser

Journease go Search Engine

• Default Browser views

• Using the Filter

• Adjusting the grid

• Exporting the grid

New Job

Job Screen

• Section Control

• Creating a job - Minimum Requirement

• Creating a Job - Advanced

• Sending Jobs to Supplier

• Sending Jobs to CX / SDCN

• Updating Job Details

• Updating GOB/POD Information

• Job Reports

• Deleting a Job

Live Console

Controller Screen

• Using the filter

• Live Console Status Colours

• Status Hierarchy

• Job Detail View

• Manually Adding GOB / POD Information

• Sending / Pulling to Journease Mobile

• Adjusting the grid

• Exporting the grid

• Removing and Restoring Jobs to the grid

Trip Planning

Job Groupage

• Trip Planning View

• Un-Tripped Addresses

• Creating a Trip

• Map Views

• Adding / Removing Trip addresses

• Moving addresses between Trips

• Sending / Pulling to Journease Mobile

• Adjusting the grid in the Trip

Finance

Sales Invoices

Invoice Generation

• Using the filter

• Invoice Types

• Setting the Invoice Date

• Using the summary

• Process Selection

• Preview / Commit / Email

• Reprint Existing Invoice

• Adjusting the grid

• Exporting the grid

Exporting Invoices

Export of Invoice details to 3rd party accounts package

• Setting up accounts for export

• Batch numbers

• Exporting the grid

• Initial Data Export via CSV

• Re- exporting previous CSVs

• QuickBooks Online

Reports

PDF reports

• Selecting a report from the Job Screen

• Selecting a report from the Reports Screen

• Custom / Bespoke Reports

Lookup

Contacts

Customers

Customer records

• Using the filter

• Adjusting the grid

• Exporting the grid

• Add new / Open existing Customer record

• Entering a customer - Minimum requirement

• Entering a customer - Advanced

• Pricing Hierarchy

Suppliers

Supplier records

• Using the filter

• Adjusting the grid

• Exporting the grid

• Add new / Open existing Supplier record

• Entering a Supplier - Minimum requirement

• Entering a Supplier - Advanced

• Costing Hierarchy

Vehicles/Services

Service types

Service level

• Add new / open existing Service

• Using the filter

• Adjusting the grid

• Exporting the grid

• Costing Hierarchy

Vehicle Types/Services

Vehicle Type Level

• Add new / edit existing Vehicle Type

• Adjusting the grid

• Exporting the grid

• Costing Hierarchy

Vehicles

Fleet Manager

• Add new vehicle

• Alerts

• Adjusting the grid

• Exporting the grid

• Vehicle Checks

• Vehicle Checks (via Mobile)

Settings

Additional Price/Cost

Commonly Used Additional Prices

• Add new Additional Price and Cost

• Adjusting the grid

• Exporting the grid

• Automatic Applied Additional charges (Waiting time / Clean Air Zone)

Currencies

Multi-currency Users

• Using the filter

• Setting Exchange Rates

Depots

Multi Depot Users

• Using the filter

• Adjusting the grid

• Exporting the grid

• Add New / Open existing Depot

• New Depot - Minimum requirement

• New Depot - Advanced

Matrices

Advanced Pricing

• Using the filter

• Adjusting the grid

• Exporting the grid

• Matrix types

• Add New / Open Existing Matrix

Message History

Email Tracking

• Using the filter

• Adjusting the grid

• Exporting the grid

Mobile Licences

Journease Mobile Assignment

• Add / Delete Mobile Licences

• Adjusting the grid

• Exporting the grid

Statuses

Job / Trip / Stock Status control

• Adjusting the grid

• Exporting the grid

• Add New Status

VAT Rates

VAT Rate Control

• Adjusting the grid

• Exporting the grid

• Add New VAT Rate

• Non UK Specific rate

Zonesets

General / Trip / Depot Zoneset Control

• Create New / Open Existing Zoneset

• Zoneset Types

• Adding Area/District/Sector via Zone List

• Adding Area/District/Sector via Map